Support FAQs Estate-A-Base

1. Validating a Record

Open Tab A > Click the Lock Button > Proceed by Internet > Indicate Payment Method > Type in ‘Requested by’ Name > Type in ‘Authorized by’ Name > Indicate Type of Validation > Click Purchase by Internet > Submit

Note: The Record number (Tab A), Name of Deceased and Date of Death (Tab B) should be completed before validating the Record.

The cost of validating an estate record so that you can perform estate administration functions is $75. The cost of validating an estate record to perform estate accounting functions depends on the number of estate accounting entries to be recorded-$100 for up to 150 estate accounting entries; $250 for 650 estate accounting entries; $400 for an unlimited number of estate accounting entries.

Note: When counting the number of estate accounting entries, if the record is validated for estate administration, entries for assets and/or liabilities at the Date of Death (i.e. original assets and liabilities) are excluded from the count.

For convenience, even though the record may not have yet been validated, you can still enter data (up to 25 estate accounting entries).

2. Loading your letterhead

Follow this procedure for Estate-a-Base only. From the top menu bar, select Go To > Open Letterhead Master Document > Proceed. Paste the letterhead into this document below Update (if it appears) but above the date. Letterhead for the Statement of Account can be added directly to the master statemnt.acc. For the ledger, the required file is ledger.fmt.

The letterhead file that should be modified is ltr&date.fmt, which contains a code to add in the date. There is also an account letterhead called statemnt.acc.

3. After the 30-day trial

You will receive a statement outlining the license fees and invoice numbers for any Transaction Records purchased during the trial period.

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